See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,756 | $86,944-18.6% | $107,525-34.2% | $74,304-4.8% |
| Participation rate | 50.0% | 59.6%-9.6pp | 75.1%-25.1pp | 60.3%-10.3pp |
| Annual return | 20.11% | 23.52%-3.4pp | 181.32%-161.2pp | 29.43%-9.3pp |
| Employer contribution / active EE | $2,632 | $2,757-4.5% | $3,754-29.9% | $2,241+17.5% |
| Participant deferral / active EE | $3,752 | $3,554+5.6% | $5,116-26.6% | $3,767-0.4% |
| Admin fee / account holder | $889 | $3,727-76.1% | $8,919-90.0% | $2,969-70.0% |